Portfolio Management Services (PMS)Compare Schemes
Invesco - Challengers vs Nippon - Absolute Freedom - ABS
Add SchemeGrowth of ₹1 Crore
Invesco - Challengers
Nippon - Absolute Freedom - ABS
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.41%
5.68%
6 Months
13.18%
10.98%
1 Year
2.91%
10.72%
3 Years
14.27%
15.83%
5 Years
—
13.58%
Since Inception
11.83%
14.48%
Fund Age
4 yrs 11 mo
21 yrs 11 mo
AUM
₹31.01 Cr
₹8.51 Cr
Alpha – 1 Year
−1.81%
6.00%
Alpha – 3 Years
2.18%
3.74%
Information Ratio – 3 Years
0.24
0.71
Volatility – 1 Year
18.67%
16.38%
Volatility – 3 Years
17.11%
14.45%
Beta – 1 Year
0.97
0.87
Beta – 3 Years
0.95
0.89
Sharpe Ratio – 1 Year
-0.04
0.33
Sharpe Ratio – 3 Years
0.56
0.72
Worst Rolling Year
12.64%
-12.28%
Value at Worst Rolling Year
₹1.13 Cr
₹0.88 Cr
Deepest Drawdown
−24.73%
−17.66%
Recovery Period
Not yet recovered
197 days
1-Year Rolling Windows Positive
100.00%
90.88%
Median Rolling Year
17.60%
13.32%
5-Year Rolling Windows Positive
—
98.04%
Market-Cap Mix
L 37% · M 30% · S 33%
L 23% · M 15% · S 43%
Number of Stocks
26
30
Portfolio P/E
54.84
39.84
Top 5 Holdings
Bharti Airtel Ltd · 8.21%
ICICI Bank Ltd · 7.23%
TVS Motor Company Ltd · 5.81%
Sedemac Mechatronics Ltd · 5.23%
Aditya Vision Ltd · 4.93%
Other Equity · 11.39%
Cash & Cash Equivalent · 7.18%
One 97 Communications Ltd · 4.17%
Neuland Laboratories Ltd · 4.14%
Delhivery Ltd · 4.02%
Top Sectors
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Financial Services · 29.79%
Healthcare · 14.33%
Information Technology · 7.43%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%